The hot spots are noisy, but money is honest: my current market notes
In the past two weeks, I spent more time observing 'how funds move', and less on 'who is shouting'. Below is my market framework and executable plan for today, purely from a personal perspective, trying to eliminate emotions.
First, let's state the conclusion
Direction: the mid-term bull logic is still there, but the rhythm has entered the 'strong divergence - quick switch' phase, and the chasing space is compressed.
Strategy: the index (BTC/ETH) walks in a 'step-by-step slow crawl' - doing pullback relay is better than chasing breakthroughs; themes should be 'quick in and out'.
Risk: frequent new releases and event catalysts are dense, news half-life shortens, delayed decisions = slippage + emotional pullback.
